- Lower workload in processing employee pension and benefits plans
- Digital records make corrections and adjustments a breeze
- All questions related to the plan are answered by us
- Attract/retain valuable personnel
- Lower expense of managing the plan
- Increase employee productivity
- Local presence
- Tailored to you and your employees
- Actual servicing
Pricing Guide
Our Process
Review everything
As your central conduit to all professionals (pension, group benefits, accountants) we will review everything to make sure you have an optimal setup, and if you do not then we begin fixing it.
Establish Policy
Next comes documentation, where we will build out all relevant information to give to stakeholders to record and define objectives.
Explain policy to decision makers
Then we will help lead throughout the pre-launch phase by explaining and answering all relevant questions from employees, managers, board members, and other stakeholders.
Execute plans, digitally, at scale, without work by your team
We plan all aspects of the rollout and utilize a suite of automated digital technologies so you can focus on your employees’ needs, rather than complex online systems.
Working with Your Managers means access to years of experience in rolling out and launching plans that are designed for companies that like to have happy staff.
Our focus throughout the rollout is keeping everyone satisfied, and we do this by utilizing a suite of digital technologies that are easy for both you and your team to use.
Change is good.
Value for Employers
Ease
Knowing that both they and their families are safe, no matter what comes their way. Stress and uncertainty can be removed from the workplace, and your team can focus on the tasks at hand with a clear mind.
In addition to having a plan that provides security, your staff will feel safe in the hands of an employer that they trust has their best interests. Win hearts and minds with packages that meet their needs.
More Profitable
We live in a world where positive corporate culture and staff trust play a pivotal role in a company’s success. You want your team to love coming to work and be proud to wear your logo on their chest.
By investing in them, they will in turn invest in you.
What industry professionals focus on.
Results from a survey of what’s most important to employees;
Peace of mind
Our Service
Investment Returns
Keeping it simple
Our Service
Understanding what my employer offers
Our Team
